Configuring personal account settings

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From the My account page in your Settings, you can tailor your Lever account and ensure that you are being notified of all relevant activity in your organization's Lever environment. Readers of this article will learn about:

To configure personal account settings, click your avatar in the top-right corner of the platform header and select Settings from the menu. Note that this article reflects personal account settings for users with Super Admin, Admin, Team Member, and Limited Team Member access. Users with Interviewer level access can only update certain email notification settings as well as their account avatar image.

Configuring personal account permissions

Personal account permissions pertain to Lever's ability to integrate with your organization's technology suite (e.g. Google, Office 365, Microsoft Exchange). Use the checkboxes to sync:

Contacts
When this permission is enabled, you can share candidates in Lever with anyone at your organization.

Calendar
When this permission is enabled, you can receive calendar notifications and schedule interview events to your work calendar.

Email
When this permission is enabled, you can sync email messages sent to candidates from your email address to the their profile in Lever. Note, if 'Limited email sync' is enabled in your Lever environment, enabling this account-level permission will only allow you to send emails from Lever via your email address (i.e. email sent to your work email inbox cannot be synced to candidates' profiles).

Refer to our help article on troubleshooting account sync issues to watch a recorded demonstration of how to configure personal account permissions.

Configuring email notification settings

Use the checkboxes under the 'Email notifications' heading to configure which of the following types of activity you get notified about. Note that users with Interviewer level access can only configure notifications for activities marked with an asterisk (*).

Activity Description
Interview events
Interview reminder* Receive email notifications for your upcoming interviews.
Interview RSVP* Receive email notifications when interviewers respond to interviews that you have scheduled.
Followed opportunities
New opportunities report Receive a daily email summarizing new opportunities associated with postings that you follow.
Notes Receive an email notification when a note is added to an opportunity that you follow and the author of the note checks the 'Notify followers' checkbox. You will still receive email notifications for notes in which you are @-mentioned, even if you disable this notification.
New hires and pipeline changes Receive a daily email summarizing which of your followed opportunities were advanced, hired, or archived.
Owner change Receive email notifications when opportunities that you follow change owners.
Interviews scheduled Receive email notifications when interviews are scheduled or rescheduled in association with opportunities that you follow.
Feedback or Form completed Receive email notifications when another user in your Lever environment completes feedback or attaches a form to the opportunities that you follow.
Hired referrals* Receive email notifications when candidates you referred are hired in association with the posting for which you referred them.
Owned postings
New application Receive email notifications when candidates apply to postings that you own.
New referral Receive email notifications when users in your Lever environment refer candidates for postings that you own.
Archiving Receive email notifications when users in your Lever environment archive opportunities in association with postings that you own.
Offers
Sent Receive email notifications when offers on which you are either an Approver or Signatory are sent to candidates.
Signed Receive email notifications when offers on which you are either an Approver or Signatory are signed by candidates.
Declined Receive email notifications when offers on which you are either an Approver or Signatory are declined by candidates.
Approved Receive email notifications when offers on which you are either an Approver or Signatory are approved by another user in the approval chain.
Rejected Receive email notifications when offers on which you are either an Approver or Signatory are rejected by another user in the approval chain.
Compliance
Data requests Receive a weekly email summary of candidates, associated with opportunities that you own, that have requested a copy of their data. To learn more, refer to our data requests help article.
Expiring consent Receive a weekly email summary of candidates, associated with opportunities that you own, whose consent is scheduled to expire within 7 days. To learn more about candidate consent, refer to our GDPR help article.
Candidates that need to be anonymized Receive a weekly email summary of candidates, associated with opportunities that you own, whose personally identifiable information needs to be anonymized. To learn more, refer to our help article on anonymizing candidates.

 

Beneath the email notification checklist, you can also configure a 'Send For' permission, which will allow you to send emails to candidates on behalf of another user in your Lever environment. To learn about this feature, refer to our help article on 'Send For' permissions.

Managing followed job postings

From your personal account settings, you can also manage the postings that you follow. Typically, followers are added to the posting itself. Under the 'Following' header in your personal account settings, you will find a summary of all postings that you are following. You can remove yourself as a follower from a posting by clicking the 'X' on the posting tag. To follow more postings, click Add job postings to follow and select a posting from the menu.

Followed postings section of personal account settings

Updating your account avatar image

Under the 'Avatar' heading on the personal account settings page, check the box next to 'Use gravatar image' and then click the Gravatar link to be redirected to www.gravatar.com.

Close-up of avatar image in personal account settings

On the Gravatar homepage, click Sign In in the upper-right corner.

Gravatar homepage with arrow pointing to Sign In button.

From here, the steps to follow will differ depending on if you already have a Gravatar account:

I already have a Gravatar acount...

  • Log in to Gravatar with your existing credentials
  • Navigate to My Gravatars
  • Under your profile, click Add email address

Gravatar profile list with arrow pointing to Add email address link

  • Input the email address associated with your Lever account
  • You will receive an email from Gravatar containing a link to authenticate the newly added email address. Once you complete authentication, the new email address will appear in your Gravatar profile list.
  • Select the new email address in the profile list and then choose a new image by either picking an image you have already uploaded to Gravatar, or uploading a new image from your computer. Click the Next button to proceed.
  • Crop and set a rating for the image.
  • Within 24 hours, your Gravatar image will sync over to your Lever account.

Update avatar image in Lever

I do not have a Gravatar account...

  • Create a new Gravatar account using the email address associated with your Lever account
  • You will receive an email from Gravatar containing a link to authenticate the newly added email address. Once you complete authentication, refresh the Gravatar page. The new email address will appear in your Gravatar profile list in the My Gravatars section.

New Gravatar profile list

  • Upload an image for your avatar by clicking Add one by clicking here! > Upload new> Choose file and selecting an image from your computer. Click the Next button to proceed.
  • Crop and set a rating for the image.
  • Within 24 hours, your Gravatar image will sync over to your Lever account.
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